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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,758 | $72,486+66.6% | $87,103+38.6% | $72,976+65.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.15% | 24.46%-4.3pp | 28.19%-8.0pp | 81.02%-60.9pp |
| Employer contribution / active EE | $10,211 | $1,894+439.2% | $2,521+305.0% | $2,440+318.5% |
| Participant deferral / active EE | $3,760 | $3,270+15.0% | $4,049-7.1% | $3,608+4.2% |
| Admin fee / account holder | $11,112 | $5,055+119.8% | $7,491+48.3% | $5,124+116.9% |